10 General Actions That Can Generate Legacy Donations

1. In every issue of your newsletter, make sure to include a small box with your  organization's full legal name and a simple statement about legacy donations.
    
2. Adopt a gift acceptance policy which addresses donations other than outright cash.
    
3. Set up an endowment fund if you do not already have one, with an expectation that any legacy gifts will be placed there.
    
4. Establish goals for your endowment fund, based on anticipated needs over the next 10-20+ years.
    
5. Join your local planned-giving council and learn more about gift planning. Then  network with charities and professionals in your community.
    
6. Set up or reevaluate your financial investment policy.
    
7. Consider making your own legacy gift to the charities of your choice.
    
8. Set up a committee to meet with your closest supporters and share your plans.
    
9. Set up a recognition process including such items as a heritage society, plaque in the lobby, and/or annual listing in the newsletter or annual report.
    
10. Hire a planned-giving consultant for a year or two to help you get started.